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2,840 hedge funds and large institutions have $157B invested in Verizon in 2021 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,460 increasing their positions, 1,038 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 1,460 | Existing positions reduced: 1,038

30% more first-time investments, than exits

New positions opened: 159 | Existing positions closed: 122

21% more call options, than puts

Call options by funds: $1.72B | Put options by funds: $1.43B

0% more funds holding

Funds holding: 2,8362,840 (+4)

3% less capital invested

Capital invested by funds: $163B → $157B (-$5.34B)

1.3% less ownership

Funds ownership: 66.79%65.49% (-1.3%)

20% less funds holding in top 10

Funds holding in top 10: 131105 (-26)

Holders
2,840
Holders Change
+4
Holders Change %
+0.14%
% of All Funds
49.87%
Holding in Top 10
105
Holding in Top 10 Change
-26
Holding in Top 10 Change %
-19.85%
% of All Funds
1.84%
New
159
Increased
1,460
Reduced
1,038
Closed
122
Calls
$1.72B
Puts
$1.43B
Net Calls
+$298M
Net Calls Change
+$306M
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
526
First Horizon Corporation
Tennessee
$12.1M +$767K +13,590 +7%
SCA
527
Stillwater Capital Advisors
Pennsylvania
$12.1M +$677K +11,991 +6%
CA
528
Cullinan Associates
Kentucky
$12M +$99.9K +1,770 +0.9%
KPWS
529
Kestra Private Wealth Services
Texas
$11.9M +$1.57M +27,853 +16%
CA
530
CapWealth Advisors
Tennessee
$11.9M +$450K +7,972 +4%
AHB
531
Abner Herrman & Brock
New Jersey
$11.9M +$37K +655 +0.3%
HAI
532
Hennessy Advisors Inc
California
$11.9M +$2.88M +51,050 +33%
TCM
533
Twin Capital Management
Pennsylvania
$11.9M -$832K -14,743 -7%
TCOV
534
Trust Company of Vermont
Vermont
$11.9M +$949K +16,812 +9%
CBT
535
Capital Bank & Trust
California
$11.9M -$2.97M -52,565 -20%
TCM
536
Telos Capital Management
California
$11.8M +$346K +6,127 +3%
IWA
537
IBEX Wealth Advisors
New Jersey
$11.8M +$244K +4,322 +2%
PSP
538
Principal Street Partners
Tennessee
$11.7M +$7.16M +126,918 +170%
VFA
539
Voya Financial Advisors
Connecticut
$11.5M +$804K +14,255 +8%
MIM
540
Marco Investment Management
Georgia
$11.5M +$191K +3,387 +2%
KCM
541
Kanawha Capital Management
Virginia
$11.5M -$38.8K -687 -0.3%
PNC
542
Park National Corp
Ohio
$11.5M -$6.27M -111,162 -36%
Wealthfront Advisers
543
Wealthfront Advisers
California
$11.4M +$236K +4,187 +2%
HCMT
544
Highland Capital Management (Tennessee)
Tennessee
$11.4M -$3.18M -56,428 -22%
BAPIM
545
British Airways Pensions Investment Management
United Kingdom
$11.3M -$663K -11,750 -6%
BBL
546
Beck Bode LLC
Massachusetts
$11.3M +$10.9M +193,810 New
HFS
547
Hantz Financial Services
Michigan
$11.2M +$200K +3,546 +2%
CIA
548
CCM Investment Advisers
South Carolina
$11.2M +$320K +5,672 +3%
GAM
549
Gotham Asset Management
New York
$11.2M -$3.16M -55,949 -23%
GIM
550
Goelzer Investment Management
Indiana
$11.2M -$452K -8,011 -4%

VZ Hedge Fund Activity: Q1 2021 in Review

2,840 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Verizon (VZ) for Q1 2021, worth a combined $157B — down 3.3% from $163B a quarter earlier.

Buyers outnumbered sellers: 159 funds opened new VZ positions and 122 closed out — a net gain of 37 holders — while 1,460 added to existing stakes and 1,038 trimmed.

The largest buyer was Berkshire Hathaway, adding an estimated $683M. The largest seller was Capital International Investors, cutting an estimated $973M.

  • 2,840 institutional investors held Verizon (VZ) as of Q1 2021, up from 2,836 in Q4 2020.
  • Funds reported $157B of Verizon stock for Q1 2021, down 3.3% quarter-over-quarter.
  • 159 funds opened new Verizon positions in Q1 2021 and 122 closed out, a net change of +37 holders.
  • The largest Verizon buyer in Q1 2021 was Berkshire Hathaway, an estimated $683M added.
  • The largest Verizon seller in Q1 2021 was Capital International Investors, an estimated $973M sold.

Based on aggregated 13F filings for Q1 2021.